Osaic Holdings’s YieldMax AMZN Option Income Strategy ETF AMZY Stock Holding History

Osaic Holdings’s Portfolio AMZY Stock Details AMZY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8K	Sell	1,481 -2,019	-58%	-$23.8K	﹤0.01%	6344
2026 Q1	$38.6K	Sell	3,500 -651	-16%	-$7.82K	﹤0.01%	5405
2025 Q4	$55.1K	Buy	4,151 +3,151	+315%	+$43.8K	﹤0.01%	5164
2025 Q3	$15.2K	Hold	1,000	–	–	﹤0.01%	6111
2025 Q2	$16.3K	Hold	1,000	–	–	﹤0.01%	5857
2025 Q1	$16K	Buy	+1,000	New	+$18.2K	﹤0.01%	5509

Other funds holding AMZY

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Stirlingshire Investments New York $135M AUM

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCG

Capital CS Group Irvine, California $127M AUM 20.63% 1-Year Est. Return

Osaic Holdings's AMZY Position: Q2 2026 in Review

Osaic Holdings reduced its YieldMax AMZN Option Income Strategy ETF (AMZY) stake by 58% in Q2 2026, selling an estimated $23.8K and leaving 1,481 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6344.

Osaic Holdings first reported a position in AMZY in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.1K in Q4 2025. 40 funds tracked by Wall St. Rank hold AMZY as of Q2 2026.

Osaic Holdings held 1,481 shares of YieldMax AMZN Option Income Strategy ETF worth $15.8K as of Q2 2026.
Osaic Holdings sold 2,019 YieldMax AMZN Option Income Strategy ETF shares in Q2 2026, an estimated $23.8K.
YieldMax AMZN Option Income Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6344 holding.
Osaic Holdings first reported a position in YieldMax AMZN Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Osaic Holdings's YieldMax AMZN Option Income Strategy ETF position peaked at $55.1K in Q4 2025.
40 funds tracked by Wall St. Rank held YieldMax AMZN Option Income Strategy ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.